Where we are Now…

Late update at 11:30 AM CDT

2026 is up to the American People, events playing out continue to prove that the Senate, the House, the Supreme, etc are not stepping up to stop the carnage. Of course, it is due to the conservative takeover which the American people voted in. We can debate whether that was due to conservative/evangelical drift, or whether voters were lied to with the MAGA marketing program. We are seeing some background come together. In a sense Trump MAGA policies are being viewed as being too Big to Fail as the Epstein Coalition becomes apparent. The pieces are tied together, Kushner/Trump/Arabs/Big Tech/Private Equity. This is not over, until this group is decimated. We are not close to doing it yet. I am waiting for a Democrat who understands this to step up as leader.

As to the markets, no change in my view expressed over the last four days.